Growth Stocks to Power Your Portfolio

11/15/2012 11:35AM

Investors should focus their attention on companies that have a strong balance sheet and are expected to grow their revenues by double digits. Oliver Pursche joins Markets Hub with his stock picks. Photo: Reuters.

This transcript has been automatically generated and may not be 100% accurate.

... I ... basically flat today the time gone up and down over the flat line ... well you all know very well it does mean sell has been selling environment the last couple weeks the tough times the time he added ... Heidi invest when you look we got the money somewhere right ... where you put it Oliver Portia president of Gary Goldberg Financial sleuth they talk about this ... are you ready for MarketWatch sometimes you're one of the young fund-raising dead ... right on trading day two columns a week so ... the market momentum which is on the Monday mornings and earn a week ... another piece and a ... big focus for us right now as we look forward over the next six to twelve months ... we think that companies that are able to grow revenues by double digits them and have strong balance sheets are going to be the winners ... of course that's always a relative term in a write down market to market those itself because a fiscal cliff reasons overall economic reasons ... it's gonna be tough to make money but they'll outperform in general there's a couple reasons for that ... for small investors harbor continue to gravitate which companies that have strong balance sheets and cash on hand ... a very robust financial security ... and second of all if you're afraid to previous guests in this type of environment ... you know where you've seen really the trouble spots and companies in stocks is where they've missed on the revenue side ... and so focusing on companies like Bed Bath Beyond on a no win orders ... to Cognizant Technology's ... companies are growing by double digits ... heavy A-plus rating or better in financial strength ... we think dozer to be the winners going forward I let's talk about is the latest column is five stocks that fit that criteria wreckage but let's talk about a couple of them was talk about that that Joey also Bed Bath and Beyond continued talk a little bit about Hurricane Sandy or worse this is greatly impacting ... not just the tri-state area ... will we get to the orders ... but the economy as a whole ... but there's a flipside to that you know ... consumer sentiment is at an all-time high or lease to fight your right ... arm and the U S economy does continue to improve gradually in when you talk about the economic numbers before ... you like and rang in my mind is a conversation I have clients all the time which is you have to look at the trend line you can't just look at the scene the week's data points ... because it's important ... so we look at that that that bath and beyond the sales of an improvement of the stock has certainly been volatile in the last year ... or so ... aam ... but they continue to drive sales and as people rebuild not just from Hurricane Sandy but also go through and ... improvements right they should be aware that let's talk heightened percent sure Cognizant Technology's new engine company ... I'm the what really on our radar screen until we ran the screens looking for financial strength and power of revenue growth ... but ... the damage ... done to consulting side of of things and eight the SL like ski equipment so this is a very good growth area ... began to balance sheet strong balance sheet it is a ball to spark a lot of the stock's economy volatile ... and so investors should keep that in mind that due to be a lot of volatility associated ... then you have to have the stomach for that this is your Procter and gamble or utility ... sawmill with this for second t ... shirt and again in all ... another great company Morna farcical health care sector all beastly him so we we ... that the sell into that space quite aggressively ... aam ... it again crossed the first and most important part curious to financial strength you re talking about a company that has a strong balance sheet ... it's a respectable dividend especially in this interest rate environment just about two percent ... and is demonstrating I think about a fourteen percent year over ... percent year over year ... revenue growth rate in some pretty